SM

Sensible Money Portfolio holdings

AUM $264M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.28M
3
+$2.86M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.31M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$2.29M

Top Sells

1
+$848K
2
+$438K
3
+$212K
4
V icon
Visa
V
+$210K
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Technology 2.53%
2 Materials 1.18%
3 Communication Services 0.76%
4 Financials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.1%
3,236
77
$212K 0.1%
9,885
78
$210K 0.1%
3,213
79
$201K 0.1%
3,665
80
$200K 0.1%
12,326
+250
81
$121K 0.06%
+14,586
82
– –
-3,455
83
– –
-4,791
84
– –
-2,330
85
– –
-753
1 2 3
4